Adding interest codes for a contact

  1. Open a contact.
  2. Go to Interest Code.
  3. Click Add.
  4. Select an interest code through any of these options:
    • Search for an interest code by specifying the keywords in the Search field.
    • Browse for an interest code by expanding the interest groups.
  5. Select the interest code.
  6. Click Apply.

    Once the selected interest code is added, the Add button changes to Edit.